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Lipper Classification Averages

The Lipper Average is the average performance at Market of all funds within a Lipper fund classification for any time period specified. Classifications with new funds within the last 6 months are marked with a †.

View Asset Class Definitions

 
Classifications
Lipper Classification Summary
Statistic Value
Total Number of Funds 663
Total Net Assets (mil)* $202,564.0

*The amount of assets in a fund at the end of a day or a designated period after deductions of all operating costs.

For Time Period



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Lipper Classification Average for 1 Year   as of 2/5/2010
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 18.70% 22 $4,391.9
Convertible Sec Funds CV 52.31% 11 $4,184.3
Core Funds CE 32.19% 30 $10,711.7
Corp Debt BBB Rated Fds BBB 31.10% 23 $10,123.0
Developed Market Funds DM 39.74% 15 $2,657.7
Emerging Markets Funds EM 78.31% 20 $6,201.4
Emerging Mkts Debt Funds EMD 37.79% 9 $3,672.5
FL Muni Debt Funds FL 17.15% 1 $79.0
Flexible Income Funds FLX 37.28% 6 $3,239.6
Gen & Ins Unleveraged GIM 11.59% 10 $3,343.4
General Bond Funds GB 37.97% 12 $2,687.7
General Muni Leveraged GML 24.54% 59 $22,622.3
Global Funds GL 31.99% 20 $6,694.0
Global Income Funds GLI 36.54% 16 $7,670.5
Growth Funds GE 32.18% 5 $430.0
Hi Yld Muni Debt Funds HM 33.49% 15 $3,308.3
High Yield Fds Leveraged HYL 58.40% 37 $8,735.1
High Yield Funds HY 37.54% 7 $1,073.8
Income & Pref Stock Fds PS 58.18% 29 $13,364.1
Insured Muni Leveraged MIL 16.49% 24 $9,351.6
Intmdt Muni Debt Funds IMD 15.10% 7 $1,301.5
Loan Participation Funds LP 50.72% 46 $13,513.2
MI Muni Debt Funds MI 14.87% 4 $335.0
NJ Muni Debt Funds NJ 21.84% 11 $1,169.7
NY Muni Debt Funds NY 19.61% 18 $1,734.6
Opt Arbitrage/Opt Strat OS 27.62% 35 $22,447.2
Other States Muni Debt OTH 18.51% 43 $2,617.6
PA Muni Debt Funds PA 20.23% 8 $960.6
Pacific Ex Japan Funds XJ 63.65% 13 $2,869.3
Real Estate Funds RE 66.52% 20 $5,123.7
Sector Equity Funds SE 31.51% 37 $14,021.6
Single State Insured Muni-Debt SSIM 15.28% 33 $6,005.4
US Mortgage Funds USM 39.13% 10 $1,504.1
Value Funds VE 40.75% 7 $4,418.6


† New Fund(s) within last six months, based on inception date of fund.



Data Definitions

Asset Class Definitions

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